Strategic Investment Manager
14 hours ago
Company Overview
Scotiabank is a leading bank in the Americas, guided by its purpose: "for every future". The bank helps customers, their families, and communities achieve success through various advice, products, and services.
Salary
The estimated annual salary for this position is between $60,000 to $100,000, depending on experience.
Job Description
As a Senior Investment & Personal Banking Specialist at Scotiabank, you will provide exceptional service to customers throughout their journey. Your focus will be on delivering trusted financial advice, connecting with people in a relatable way, and understanding customers' financial goals and preferences.
Key Responsibilities:
- Provide a full range of customized financial solutions using a financial planning approach
- Focus on complex solutions and comprehensive financial planning
- Build relationships with customers and partners, focusing on providing a great client experience
- Analyze customers' needs and recommend strategies to help them achieve their financial goals
Required Skills and Qualifications
To succeed in this role, you will need:
- A minimum two years of related experience selling investment and credit products
- Demonstrated sales management experience and the ability to market Scotiabank
- The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
- A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
Benefits
As a valued employee of Scotiabank, you can expect:
- A competitive compensation and benefits package tailored to Retail Banking
- The opportunity to make a lasting impact on customers
- An organization committed to making a difference in our communities – for you and your customers
- An assigned book of mid to high affluent customers
Location
This role is based in Montreal-ouest, Canada, serving an English-speaking clientele.
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